tutorial - podio

Ibtehaj KhurramAsad Ullah

•Understanding your Podio account•How to make a workspace•How to make an app•Knowing your role and of others in your workspace

CONTENT

Understanding Your Podio Account

After you login to Podio, this is the page you should see

Here is what the chat menu, when pressed will look like

The Account Panel

The Search Panel

This is the notifications button .It allows you to see all

your notifications

Tasks

Calendar

The rest of the remain options. Seems we some notifications

Contacts

This allows you access to your Workspace

The rest of the remain ing options

Here all your portfolios are listed. If you are in more than 1 you will see

them here as well

This is what the workspace panel looks like

Click this to access your workspace

List of options for your workspace

This is what your workspace would look like

This shows the list of members in your workspace

This is your app section. Each Workspace has a different list of apps according to

their need.

You can use apps that are not already available on your workspace.Such as a survey app

How to make a workspace

To Create a Workspace, Press the create workspace button in the “Go to Workspace”

section

Now Enter a name and for the workspace & chose the access setting. When done press “Create and Invite” & invite people to your workspace

Note Workspaces can only be made by VPs

How to make an app

This is what the Add App looks like when pressed.Now you either choose from the list of apps already, available on Podio,

or you can build your own.

This is the create app section.Here you can enter the name of the app & other

information regarding the app

The other options you can select from according to your need

For example we need a new survey.Enter the name and add description and press “Create App”

This is the next screen that will appear in front of you.Now you add fields as shown by dragging and dropping them here

Drop down button

You can click on the dropdown button on the symbol of the field & select properties of question. For example it is required field.

You can use the text box for text base Q&As type your questions in this section

You can use the category box for multiple choice question base Q&As Type your questions in this section

Then add the choice in this box. As you type one choice. An option to add another will open below it . As shown below

Option for adding more choices

Here you see the will see the responses once there are any. They will be displayed in the boxes you see on the right . When you are

done with adding fields press “Done”.

Response Boxes

Here you see the will see the responses once there are any.They will be displayed in the boxes you see on the right

First press this

Then press “Webform “

Now press the settings button and then press the web form button.Both are highlighted Red

This is what your survey form would look like.Now there various thing you can do.

You can use this to select the fields that you want to see on your form.As you can see, the only ones I want are ticked here and can be seen there

You can select the Title & Description

Click this to and change the title and description and they will be displayed as show above

You can select theme of your form so that you can change how it looks

You can also add spam protection against robot inputs by enabling CAPTCHA

Embed Code & Shareable link for when you want to publicly share your survey form

This is what you see after pressing “Save & Share”.You can copy the link for sharing and share it where it is needed.

Once copied press “Done”.

Check the responses of the webform here

Knowing your role

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Going back to your workstation you can also press the setting button on the member box.It appear only after you place your cursor over the member box

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Now press “Manage members”

Here you will see the roles of the different members.You can learn what these admin members can do by reading the section on the right

That ends our tutorial for today.

Learn more by exploring by yourself

GOOD LUCK!